1Meeting Advies

We will assess your current position and analyse the potential for change, enabling us to recognise your objectives. We will explain our services, responsibilities and charges, so you are fully informed from the very beginning.

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2Understanding your goals

There are 11.1 Million households with mortgages in the UK, Outstanding mortgage lending currently stands at £1.347 trillion at the end of July 2017

Source: Themoneycharitys

Identifying your objectives enables us to appreciate your goals over the short, medium and long term.

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3Financial profiling

Your adviser will provide a thorough assessment of your current planning, cross-referenced against your goals. independent research will then be undertaken to establish all available options.

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Nearly a quarter (23 per cent) of all higher rate taxpayers could be collectively missing out on over £1 billion in tax relief each year

Source: Prudential

4Strategy identification

We will deliver a bespoke strategy in order to meet the needs of all your individual objectives. Tailored recommendations will be provided based upon an agreed approach.

Source: Advies Investment Process

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5Implementation

Once agreed your financial plan will be fully implemented by Advies and will be managed by our experienced team to ensure a smooth inception. At this point a service level appropriate to your requirements will be agreed upon.

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6Reviewing your plan

A successful plan has to be flexible to accommodate any change in your objectives and goals. The review process is fundamental for keeping abreast of your position.

6Ongoing reviews

TOP TEN IFA ADVICE NEEDS

Source: FCA Statistical Releases

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